Brewster Financial Planning LLC Portfolio Holdings

Brewster Financial Planning LLC

  • $159 Million
  • Q3 2025

Brewster Financial Planning LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $159 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $43.4M, Ishares Tr Msci Eafe ETF with a value of $30.1M, Vanguard Bd Index Fd Inc Inter with a value of $21.3M, Ishares Russell 2000 ETF with a value of $19.3M, and Vanguard Bd Index Fd Inc Short with a value of $18.2M.

Examining the 13F form we can see an increase of $10.8M in the current position value, from $148M to 159M.

Below you can find more details about Brewster Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $159 Million
ETFs: $156 Million
Financial Services: $1.19 Million
Energy: $670,000
Communication Services: $292,000
Technology: $213,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$43.4 Million 27.28% of portfolio
118,692
Q3 2025 Reduced 0.9%
$0
$30.1 Million 18.9% of portfolio
321,842
Q3 2025 Added 0.44%
$0
$21.3 Million 13.37% of portfolio
272,155
Q3 2025 Added 3.28%
$0
$19.3 Million 12.11% of portfolio
79,580
Q3 2025 Added 0.74%
$0
$18.2 Million 11.45% of portfolio
230,714
Q3 2025 Added 5.4%
$0
$10.1 Million 6.34% of portfolio
163,512
Q3 2025 Added 3.47%
$0
$2.47 Million 1.55% of portfolio
49,290
Q3 2025 Added 34.14%
$0
$2.27 Million 1.43% of portfolio
21,247
Q3 2025 Added 36.23%
$0
$2.09 Million 1.31% of portfolio
43,448
Q3 2025 Added 0.34%
$0
$1.41 Million 0.89% of portfolio
36,521
Q2 2025 Reduced 2.01%
$0
$1.12 Million 0.7% of portfolio
15,625
Q3 2025 Reduced 0.09%
$0
$1.06 Million 0.66% of portfolio
11,371
Q1 2025 Reduced 3.44%
$0
$799,000 0.5% of portfolio
25,469
Q1 2025 Added 1.05%
$0
$747,000 0.47% of portfolio
16,575
Q2 2025 Added 2.34%
$0
$699,000 0.44% of portfolio
4,802
Q2 2025 Reduced 3.07%
$0
$486,000 0.31% of portfolio
1,481
Q1 2025 Added 95.9%
$317B
$408,000 0.26% of portfolio
4,871
Q3 2025 Added 0.47%
$0
$386,000 0.24% of portfolio
7,637
Q1 2025 New
$99.7B
$371,000 0.23% of portfolio
1,927
Q4 2024 New
$662B
$303,000 0.19% of portfolio
604
Q2 2024 Added 5.96%
$303B
$299,000 0.19% of portfolio
1,929
Q4 2024 New
$0
$307,000 0.19% of portfolio
6,999
Q3 2025 Added 2.07%
$0
$308,000 0.19% of portfolio
3,821
Q2 2025 Reduced 2.77%
$0
$285,000 0.18% of portfolio
11,717
Q3 2025 Added 7.95%
$1.74T
$292,000 0.18% of portfolio
1,200
Q2 2025 New
$4.3T
$213,000 0.13% of portfolio
839
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $159 Million
  • Prior Value $148 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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